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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
HWMA
826
Heritage Wealth Management (Arizona)
Arizona
$215K +$215K +621 New
BOPW
827
Brandywine Oak Private Wealth
Pennsylvania
$213K +$347 +1 +0.2%
EWA
828
Encompass Wealth Advisors
Oregon
$213K +$213K +613 New
TW
829
TrinityPoint Wealth
Connecticut
$212K -$42.3K -122 -17%
EWG
830
Executive Wealth Group
Washington
$212K +$1.04K +3 +0.5%
BFPW
831
BOK Financial Private Wealth
Colorado
$211K +$211K +609 New
NSIM
832
North Star Investment Management
Illinois
$210K – – –
BFO
833
Biltmore Family Office
North Carolina
$209K – – –
AC
834
Apella Capital
Connecticut
$209K +$209K +603 New
AWM
835
Accurate Wealth Management
Florida
$208K -$28.1K -81 -12%
CHJWM
836
Carlton Hofferkamp & Jenks Wealth Management
Texas
$208K – – –
EFSCE
837
Enterprise Financial Services Corp (EFSC)
Missouri
$208K – – –
FAM
838
Formidable Asset Management
Ohio
$208K +$347 +1 +0.2%
RJTCONH
839
Raymond James Trust Company of New Hampshire
New Hampshire
$208K +$208K +600 New
CA
840
Calton & Associates
Florida
$207K -$67K -193 -24%
SB
841
Strategic Blueprint
Georgia
$206K +$347 +1 +0.2%
PP
842
PDS Planning
Ohio
$206K +$206K +594 New
HA
843
Harfst & Associates
Wyoming
$205K – – –
KCPG
844
Kavar Capital Partners Group
Kansas
$205K +$205K +590 New
IA
845
Inspire Advisors
Idaho
$205K +$205K +592 New
KLCM
846
KG&L Capital Management
Louisiana
$205K +$205K +592 New
WWG
847
West Wealth Group
California
$203K -$64.9K -187 -24%
WEG
848
World Equity Group
Illinois
$202K +$202K +583 New
SWP
849
Strategic Wealth Partners
Ohio
$202K – – –
FRA
850
Front Row Advisors
California
$199K +$199K +575 New
32 33
34
35 36